Every wealth management RIA that files a Form 13F, with a score from 1 to 99 for how much its clients' holdings swing: 1 is cash, a 60/40 portfolio scores 52 and the S&P 500 61. 2,314 firms have a score; the median is 55.
Read it with care. The score sees only what the firm reports to the SEC: the US-listed stocks and funds in its quarterly 13F, blended with the bonds and cash its Form ADV reports. It can't see bonds held directly, most mutual funds, annuities, private investments or any one client's account, so some firms are more conservative than their score. Coverage shows how much of a firm's money the 13F explains. Higher isn't worse; the right level depends on the clients. Not a rating or a recommendation. How it's scored →
| # | Firm | AUM | Score | 13F only | Stocks / bonds / cash | Coverage | Biggest holdings | Report a problem |
|---|---|---|---|---|---|---|---|---|
| 1651 | Big Investment Services | $425.4M | 42 | 45 | 93 / 0 / 7 | 80% | CTA 14%, DBND 11%, HEDJ 8%, SFLO 7% | Report a problem |
| 1652 | Stonehearth Capital Management | $425.4M | 57 | 58 | 95 / 1 / 4 | 73% | MTUM 14%, SCHD 11%, VLUE 9%, DFAI 9% | Report a problem |
| 1653 | Mascagni Wealth Management, Inc. | $424.5M | (61) | 67 | 83 / 0 / 17 | 46% | ICVT 6%, NVDA 4%, CGDV 4%, XMHQ 4% | Report a problem |
| 1654 | Hayek Kallen Investment Management L.l.c. | $424.4M | (49) | 55 | 75 / 17 / 8 | 0% | AAPL 12%, MSFT 7%, GOOGL 6%, BRK-B 6% | Report a problem |
| 1655 | Smart Money Group, LLC | $424.3M | 44 | 46 | 93 / 2 / 5 | 99% | YOKE 60%, MEAR 4%, BIV 3%, OUNZ 2% | Report a problem |
| 1656 | Geneva Partners, LLC | $423.6M | 68 | 78 | 69 / 17 / 14 | 100% | DELL 5%, MRVL 5%, GOOGL 5%, STRL 5% | Report a problem |
| 1657 | Heritage Family Offices, LLP | $423.3M | 54 | 64 | 68 / 23 / 9 | 90% | VEA 5%, AVDE 5%, AVEM 4%, SMMD 3% | Report a problem |
| 1658 | Capital Wealth Investments | $423M | 66 | 74 | 73 / 22 / 5 | 95% | AAPL 16%, NVDA 8%, MSFT 4%, XLK 4% | Report a problem |
| 1659 | Forza Wealth Management | $422.4M | 40 | 46 | 76 / 4 / 20 | 100% | BSV 5%, IAU 5%, DFAI 4%, EQWL 3% | Report a problem |
| 1660 | Congress Park Capital LLC | $422.3M | 57 | 68 | 67 / 16 / 17 | 100% | JFR 7%, IVV 7%, GOOGL 5%, NCV 4% | Report a problem |
| 1661 | The Estate Planners Group | $422.1M | 41 | 61 | 37 / 30 / 33 | 100% | GOF 12%, PDI 10%, QQQ 9%, CLOZ 9% | Report a problem |
| 1662 | Odyssey Group Wealth Advisors | $420.9M | 55 | 55 | – | 88% | DLN 7%, SPDW 6%, ESGD 6%, UTWO 6% | Report a problem |
| 1663 | Rubicon Advisors | $420.7M | (62) | 67 | 85 / 3 / 12 | 38% | AAPL 10%, TSLA 7%, NVDA 6%, BUFR 6% | Report a problem |
| 1664 | Gencap Portfolio Management | $420.4M | 72 | 77 | 78 / 20 / 2 | 100% | NVDA 15%, AAPL 11%, AVGO 6%, MSFT 4% | Report a problem |
| 1665 | Acima Private Wealth LLC | $420.4M | 50 | 53 | 90 / 3 / 7 | 91% | IVV 10%, GSLC 6%, IEMG 5%, IJH 5% | Report a problem |
| 1666 | Exeter Financial, LLC | $420.2M | 43 | 44 | 92 / 6 / 2 | 68% | ICSH 6%, FFA 5%, AAPL 4%, BSV 4% | Report a problem |
| 1667 | Cascade Investment Group, Inc. | $419.9M | (55) | 58 | 85 / 11 / 4 | 50% | VTI 15%, SPTM 5%, AAPL 5%, CIBR 3% | Report a problem |
| 1668 | Rhodes Investment Advisors, Inc. | $419.2M | (69) | 69 | 100 / 0 / 0 | 32% | BRK-B 5%, GOOG 3%, META 3%, GE 3% | Report a problem |
| 1669 | Wt Wealth Management, LLC | $419.1M | 62 | 63 | 96 / 0 / 4 | 90% | SCHB 9%, SGOL 4%, SMH 4%, NVDA 3% | Report a problem |
| 1670 | Lincoln Capital Corporation | $418.3M | 53 | 62 | 65 / 32 / 3 | 100% | SPYM 8%, IEFA 7%, MSFT 5%, AAPL 5% | Report a problem |
| 1671 | Aspect Partners, LLC | $418.2M | 52 | 55 | 89 / 6 / 5 | 72% | SPY 17%, VTI 10%, IWM 7%, IEFA 7% | Report a problem |
| 1672 | Quantum Private Wealth, LLC | $418M | 79 | 82 | 90 / 2 / 8 | 100% | AAPL 8%, AMZN 7%, META 7%, NVDA 6% | Report a problem |
| 1673 | Coquina Private Wealth Advisors | $417.6M | (69) | 69 | – | 35% | ITOT 26%, SCHD 7%, MGK 7%, NVDA 4% | Report a problem |
| 1674 | Cedar Wealth Management | $417.2M | 56 | 60 | 88 / 5 / 7 | 100% | VTI 19%, SCHD 12%, IDHQ 9%, XLG 9% | Report a problem |
| 1675 | Jupiter Wealth Management, LLC | $416.8M | 62 | 68 | 78 / 18 / 4 | 77% | GOOGL 14%, AAPL 6%, NVDA 6%, MSFT 5% | Report a problem |
| 1676 | Highview Capital Management, LLC | $416.3M | 64 | 69 | 86 / 2 / 12 | 97% | SPY 6%, IVV 6%, IJH 6%, AAPL 5% | Report a problem |
| 1677 | Jmf Capstone Wealth Management | $416.1M | 47 | 59 | 62 / 16 / 22 | 84% | BSVO 10%, DFUS 8%, DIMENSIONAL ETF TRUST 8%, DFIV 7% | Report a problem |
| 1678 | Mccollum Christoferson Group, LLC | $415.8M | 58 | 62 | 88 / 5 / 7 | 93% | VOO 8%, AAPL 6%, COST 5%, MSFT 4% | Report a problem |
| 1679 | First Wilshire Securities Management, Inc. | $415.5M | 36 | 37 | 96 / 0 / 4 | 100% | SGOV 23%, ECVT 6%, LBTYA 5%, NWPX 5% | Report a problem |
| 1680 | Flywheel Private Wealth LLC | $415M | 53 | 56 | 90 / 9 / 1 | 54% | VIG 12%, PWR 11%, IEFA 8%, VBR 8% | Report a problem |
| 1681 | Western Financial Corporation | $414.4M | 73 | 75 | 91 / 5 / 4 | 91% | ARWR 20%, EFSC 11%, INTC 5%, STX 3% | Report a problem |
| 1682 | Mokosak Advisory Group, LLC | $413.9M | 56 | 56 | 99 / 0 / 1 | 100% | SCHV 23%, VBR 17%, SCHA 9%, SCHM 9% | Report a problem |
| 1683 | Oak Asset Management, LLC | $413.8M | 55 | 58 | 92 / 4 / 4 | 82% | AAPL 12%, AMGN 7%, NVDA 6%, CVX 4% | Report a problem |
| 1684 | Watershed Private Wealth | $413.7M | 64 | 67 | 90 / 6 / 4 | 95% | IVV 19%, NVDA 6%, AGG 6%, VUG 4% | Report a problem |
| 1685 | Ted Buchan & Company | $413.2M | 51 | 53 | 93 / 4 / 3 | 80% | AGG 9%, EFA 6%, PRF 6%, TIP 5% | Report a problem |
| 1686 | Grove Street Fiduciary, LLC | $413.2M | 53 | 54 | 96 / 0 / 4 | 60% | VBR 14%, VOE 11%, EMQQ 10%, BNDX 6% | Report a problem |
| 1687 | Aletheian Wealth Advisors LLC | $412.5M | 50 | 57 | 67 / 29 / 4 | 85% | ITOT 12%, BND 11%, VEA 11%, BNDX 4% | Report a problem |
| 1688 | Lakeside Advisors Inc | $412.2M | (51) | 57 | 79 / 8 / 13 | 49% | MSFT 20%, BRK-B 9%, COST 8%, NUE 6% | Report a problem |
| 1689 | Curbstone Financial Management Corp. | $411.7M | 48 | 54 | 75 / 16 / 9 | 100% | FLRN 7%, SCHF 4%, MDY 4%, AAPL 3% | Report a problem |
| 1690 | Slagle Financial, LLC. | $411.7M | 58 | 61 | 91 / 0 / 9 | 89% | NVDA 6%, AAPL 5%, SPYM 4%, MSFT 3% | Report a problem |
| 1691 | Hall Capital Management Company, Inc. | $411.6M | 49 | 53 | 79 / 19 / 2 | 99% | VEU 8%, VCIT 7%, VO 5%, VTEI 5% | Report a problem |
| 1692 | Mb, Levis & Associates,LLC | $411.6M | 49 | 52 | 91 / 3 / 6 | 72% | VV 8%, VEU 8%, DHS 7%, DGRW 6% | Report a problem |
| 1693 | Bdfs Capital LLC | $411.3M | 33 | 35 | 61 / 33 / 6 | 92% | FTSM 30%, DIMENSIONAL ETF TRUST 5%, SHV 5%, BNDX 4% | Report a problem |
| 1694 | Blue Square Asset Management, LLC | $410.3M | 68 | 70 | 91 / 3 / 6 | 66% | VOO 9%, IJR 7%, QQQ 6%, GBIL 5% | Report a problem |
| 1695 | Momentous Wealth Management, Inc. | $409.9M | 53 | 56 | 91 / 2 / 7 | 52% | DIMENSIONAL ETF TRUST 26%, VCRB 16%, DFAX 14%, DFCF 11% | Report a problem |
| 1696 | Heffernan Advisory, Inc. | $409.6M | (40) | 42 | 93 / 0 / 7 | 31% | DFCF 41%, DIMENSIONAL ETF TRUST 11%, DIMENSIONAL ETF TRUST 10%, DFSD 7% | Report a problem |
| 1697 | Broadlake Financial Management | $409.6M | 56 | 58 | 92 / 5 / 3 | 82% | IVV 10%, AGG 10%, IJH 7%, IEI 4% | Report a problem |
| 1698 | Friday Financial | $409.3M | 53 | 58 | 80 / 8 / 12 | 100% | ITOT 23%, SCHG 7%, BSVO 6%, VGIT 4% | Report a problem |
| 1699 | Sterling Investment Management, LLC | $409.2M | 39 | 45 | 46 / 48 / 6 | 97% | VMBS 8%, BRK-B 7%, GLD 7%, GE 6% | Report a problem |
| 1700 | Capstone Capital Wealth Advisors | $408.4M | 44 | 54 | 61 / 29 / 10 | 70% | DIMENSIONAL ETF TRUST 48%, DFIC 23%, DFEM 12%, VCSH 7% | Report a problem |